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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $104,098-51.9% | $140,514-64.4% | $94,015-46.8% |
| Participation rate | 61.8% | 73.7%-11.9pp | 77.8%-16.0pp | 70.8%-9.1pp |
| Annual return | 50.54% | 15.14%+35.4pp | 14.36%+36.2pp | 17.84%+32.7pp |
| Employer contribution / active EE | $2,310 | $2,388-3.3% | $3,378-31.6% | $2,790-17.2% |
| Participant deferral / active EE | $3,525 | $4,033-12.6% | $4,919-28.3% | $4,249-17.0% |
| Admin fee / account holder | $5,381 | $10,439-48.5% | $13,697-60.7% | $8,951-39.9% |